AI Wealth Planning Associate

Promiseland AdvisoryPetaling Jaya, Selangor, Malaysia

1 hari lalu

Penerangan pekerjaan

Overview

AI Wealth Planning Associate role with Promiseland Advisory. This is a full-time hybrid role based in Petaling Jaya. As an AI Wealth Planning Associate, you will learn how to design personalized wealth strategies and guide clients through their financial journeys — supported by our advanced AI planning platform.

Role Description

This is a full-time hybrid role based in Petaling Jaya .

As an AI Wealth Planning Associate , you will learn how to design personalized wealth strategies and guide clients through their financial journeys — supported by our advanced AI planning platform.

Responsibilities

Work closely with clients to understand their goals and financial priorities
Use AI-powered tools to create data-driven, personalized wealth plans
Learn holistic financial advisory, from protection to investment strategies
Analyze financial data to support better planning and decision-making
Collaborate with senior mentors to develop your career path in financial advisory

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Risk Management, Business, or related fields

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Passionate about personal development and continuous learning

Fresh graduates are encouraged to apply

Why Join Promiseland?

AI-driven planning software & training provided

Structured mentorship and career progression pathway

Hybrid working arrangement

Purposeful work that creates real impact

Supportive, growth-minded culture

Apply

If you’re curious, driven, and eager to grow in the world of wealth planning , this is your chance to build a meaningful career that blends human connection with technology .

Apply now and start learning smart.

#J-18808-Ljbffr

Buat amaran kerja untuk carian ini

Associate Planning • Petaling Jaya, Selangor, Malaysia